- Write down your wealth management philosophy and strategies and continually review them. If you have doubts about them, consult with a mentor or coach.
- Review the negative, self-defeating thinking habits I listed in a previous article and learn which ones you regularly exhibit.
- Every time you feel stressed, angry, worried, etc., examine your thoughts and quickly modify them so they are positive and optimistic, rather than negative and pessimistic.
- Learn active listening skills and begin to practice them with your clients.
- Learn assertiveness skills and practice using them regularly.
- Eliminate toxic clients from your practice on a regular basis.
Dr. Jack Singer is a professional psychologist, keynote speaker for advisor conferences and a “success coach” for select financial advisors. He is the author of “The Financial Advisor’s Ultimate Stress Mastery Guide,” which can be ordered in the FA Mag Bookstore, using this link: /book--ultimate-stress-mastery-guide. To learn more about Dr. Jack’s keynote speaking, his exclusive “success coaching” services for financial advisors and his unique, referral-generating program for your next Client Appreciation Event, contact Jack at [email protected], call him at 1-800-497-9880 and read more at http://www.advisingtheadvisors.com.